Kyle Martin is a CFP-designated registered investment advisor at Kapela, based in San Antonio, TX, with 17 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 142 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees are negotiable, charged as a percentage of assets under management up to 2.00%, and billed quarterly in advance.
Fee Estimator
Location
4040 Broadway, Suite 605, San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle owns Helix Insurance and Financial Services, LLC, selling various insurance products, dedicating about 10-20% of his time. He also manages rental real estate through Kileto Ventures, LLC, spending a few hours per week, and is a principal at OASIS Financial Holdings, LLC, an insurance agency, spending a few hours per week.
Employment History
Current Registrations
Kapela
Previous Registrations
Mutual Advisors, LLC
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Harris Martin Financial, LLC
Padgett Financial Services, LLC
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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